See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,972 | $53,516+86.8% | $126,539-21.0% | $84,808+17.9% |
| Participation rate | 62.8% | 58.2%+4.5pp | 69.8%-7.0pp | 68.3%-5.5pp |
| Annual return | 16.64% | 58.34%-41.7pp | 425.95%-409.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,443 | $1,535-6.0% | $3,674-60.7% | $2,631-45.1% |
| Participant deferral / active EE | $4,354 | $2,671+63.0% | $4,083+6.6% | $4,212+3.4% |
| Admin fee / account holder | $5,496 | $4,497+22.2% | $6,065-9.4% | $7,344-25.2% |